- Investment Management & Advisory
- Estate & Wealth Planning
- Trust & Administration
- Philanthropic & Strategic Giving
- Family Governance & Education
- Extended Family Office Services
We strive to bring permanence and security to the success and significance our clients have already achieved, by providing new ways to create value and deliver purpose through their capital.
Our partnerships with clients can take many forms, from serving as a complete family office to providing estate and wealth planning, investment advisory, trust and fiduciary services, family governance, and impact investing. As entrepreneurs ourselves, we bring a depth of understanding and honest solutions to our clients’ challenges.
We work closely with clients to find investment opportunities best suited to their needs. This means bringing them innovative ideas from across our global business and network, including access to the innovation economy and co-investment opportunities.
Under advisementas of June 30, 2022